HighLevel usage examples
This article provides practical examples of building reports with HighLevel data in LightLead.
Report examples
- Opportunity pipeline report: opportunity entity, grouped by pipeline + stage. 2. UTM source analysis: contact entity, grouped by utm_source. 3. Linked report: opportunity + contact via contact_id.
Step-by-step example: sales pipeline report
Let's build a report to analyze the sales pipeline:
Choose a data source: CRM connection
Choose an entity: the main entity (deal/order/lead)
Set up grouping: choose the pipeline or status field
Add metrics: COUNT, SUM
Set up filters: exclude test and deleted records
Choose a visualization: "Funnel" chart or "Bar chart"
Step-by-step example: manager report
To analyze manager performance:
Entity: the main working entity
Grouping: the assignee or manager field
Metrics: COUNT, SUM on amount, AVG on amount
Filters: period (this month), exclude cancelled
Sorting: by amount (descending)
Visualization: "Horizontal bar chart"
Step-by-step example: report with UTM tags
To analyze the performance of advertising channels:
Entity: the main CRM entity
Grouping: utm_source
Metrics: COUNT, SUM on amount
Filters: exclude empty utm_source
Visualization: "Pie chart" or "Table"
Additional capabilities
Period comparison: compare the current month with the previous one
Filtering by custom fields: use business-specific fields
Combining data: combine CRM data with ad account data
Automatic delivery: set up regular report delivery by email